Client Service Administrator

CLIENT SERVICE ADMINISTRATOR

Location: Poughkeepsie, NY

Compensation: $70,000 - $90,000 (based on experience)

Status: Full-time, In Office

We are a comprehensive financial planning practice based in Poughkeepsie, NY. We consider it a privilege to guide our clients through every phase of life with sound financial planning tailored around their unique goals and needs. As a family firm that is woman-led and with over 39 years in continuous operation, we have deep roots in the community and continue to grow with it. We believe in building relationships that span generations, and are honored to strengthen our clients’ financial legacies.

We are excited to announce that we are hiring for a Client Service Administrator to join our ensemble. As a Client Service Administrator, you will work with both our front desk and operations staff to ensure world class service and planning. Some of your tasks will include managing client requests, processing forms, liaising with third-party investment managers, new client onboarding and account management, handling RMD’s, placing trades, client account transfers, and collaborating with the Vice President of Client Services to ensure that client needs are met proactively. In our firm, we value each team member’s contributions as impactful in our mission to offer personalized growth opportunities to our clients and community.

Ideal Candidate Attributes:

• Exceptional attention to detail and organizational skills
• Excellent communication skills for building relationships within the firm and with our clients
• Energetic and enthusiastic approach to work
• Desire to be a long-term, integral part of our team
• Ability to deliver an inviting white glove experience to our clients
• Strong commitment to exceeding client expectations
• Flexibility and willingness to support the team in various capacities
• Proficiency in handling diverse assignments in support of the firm’s goals
• Ability to anticipate the needs of VP of Client Services and team
• Excellent time management, prioritization skills, and ability to take initiative
• High integrity, strong work ethic, and respect for confidentiality
• Poise and maturity, particularly in high-pressure situations
• Vision for the long-term opportunities within the firm and the industry

Key Responsibilities Include:

• Detailed attention to all forms and filing/submission schedules
• Place trades and basic management on client accounts as prescribed by manager
• RMD’s, third party correspondence, and agreements filed within scheduled time
• Track pending business paperwork; update pending business summary for manager’s attention when documents are outstanding; track and tally all outstanding work
• Answer client requests through phone calls and email
• Maintain high levels of communication to help address client needs proactively
• Update CRM systems and other platforms to ensure accuracy of all client account information
• Make recommendations to systemize and improve office functioning
• Ensure awareness of team’s schedule and current priorities, ensuring efficient time management and timely completion of shared tasks

Qualifications:

• Series 7 licensing preferred
• Minimum 3-5 years in a client-facing role in the wealth management industry
• BA/BS preferred but not required
• Outstanding communication and relationship management skills
• Proficiency in Microsoft Office Suite (e.g., Word, Excel)
• Strong self-starter; excellent time management and prioritization skills
• Adaptability in a fast-paced environment, with high attention to detail
• Demonstrated job stability and career progression

Join us as a Client Services Administrator and work with some of the most successful families and individuals around. Make a life-changing impact on clients who trust us with their dreams and aspirations. We can't wait to meet you!